Purchases and Sales Made in Q4 2023 in Ishares Msci Global Min Vol Fa (ACWV)
This table provides information about the institutional ownership of Ishares Msci Global Min Vol Fa (ACWV) during Q4 2023. The information is specifically focused on institutions that hold shares of ISHARES MSCI GLOBAL MIN VOL FA.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 20, 2024
Q4 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
19+ 1.58% |
$1.77K - $1.92K
|
1.22K
$141K
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
19+ 0.74% |
$1.77K - $1.92K
|
2.6K
$300K
|
|
Feb 14, 2024
Q4 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
18New |
$1.67K - $1.82K
|
18
$2.08K
|
|
Feb 15, 2024
Q4 2023
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
14+ 0.6% |
$1.3K - $1.42K
|
2.35K
$271K
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
13New |
$1.21K - $1.31K
|
13
$1.5K
|
|
Feb 14, 2024
Q4 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
11+ 0.14% |
$1.02K - $1.11K
|
7.77K
$896K
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
9New |
$837 - $910
|
9
$1.04K
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
3+ 0.08% |
$279 - $303
|
3.78K
$436K
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
3+ 0.13% |
$279 - $303
|
2.3K
$265K
|
|
Jan 17, 2024
Q4 2023
|
Patriot Investment Management Inc.
|
BUY
|
- |
2+ 0.06% |
$186 - $202
|
3.18K
$367K
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1+ 2.5% |
$93 - $101
|
41
$4.73K
|
|
Feb 08, 2024
Q4 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
1+ 0.05% |
$93 - $101
|
2K
$231K
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
BUY
|
- |
1+ 0.02% |
$93 - $101
|
5.66K
$653K
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1+ 1.04% |
$93 - $101
|
97
$11.2K
|
|
Jan 23, 2024
Q4 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1+ 1.61% |
$93 - $101
|
63
$7.27K
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-7Closed |
$651 - $708
|
0
$0
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-16- 28.07% |
$1.49K - $1.62K
|
41
$4.73K
|
|
Jan 12, 2024
Q4 2023
|
Independent Wealth Network Inc.
|
SELL
|
- |
-29- 1.23% |
$2.7K - $2.93K
|
2.33K
$268K
|
|
Jan 10, 2024
Q4 2023
|
Veery Capital, LLC
|
SELL
|
- |
-29- 0.46% |
$2.7K - $2.93K
|
6.3K
$727K
|
|
Jan 26, 2024
Q4 2023
|
Ckw Financial Group
|
SELL
|
- |
-30- 0.4% |
$2.79K - $3.03K
|
7.5K
$865K
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-33- 1.34% |
$3.07K - $3.34K
|
2.42K
$280K
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-41- 4.73% |
$3.81K - $4.15K
|
826
$95.3K
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-42- 9.5% |
$3.91K - $4.25K
|
400
$46.2K
|
|
Jan 05, 2024
Q4 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-44- 1.12% |
$4.09K - $4.45K
|
3.87K
$447K
|
|
Feb 23, 2024
Q4 2023
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-54- 0.4% |
$5.02K - $5.46K
|
13.3K
$1.54M
|
|
Feb 15, 2024
Q4 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-55- 2.2% |
$5.12K - $5.56K
|
2.45K
$282K
|
|
Jan 31, 2024
Q4 2023
|
Tranquility Partners, LLC
|
SELL
|
- |
-58- 1.94% |
$5.39K - $5.86K
|
2.93K
$338K
|
|
Feb 15, 2024
Q4 2023
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-64- 1.38% |
$5.95K - $6.47K
|
4.58K
$529K
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-64- 2.93% |
$5.95K - $6.47K
|
2.12K
$245K
|
|
Sep 05, 2024
Q4 2023
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-95- 0.55% |
$8.84K - $9.61K
|
17.3K
$2M
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-97- 15.98% |
$9.02K - $9.81K
|
510
$58.9K
|
|
Feb 06, 2024
Q4 2023
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-103- 1.9% |
$9.58K - $10.4K
|
5.32K
$614K
|
|
Jan 19, 2024
Q4 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
SELL
|
- |
-113- 1.47% |
$10.5K - $11.4K
|
7.56K
$873K
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-121- 3.61% |
$11.3K - $12.2K
|
3.23K
$373K
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-130- 5.03% |
$12.1K - $13.1K
|
2.46K
$283K
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-134- 4.5% |
$12.5K - $13.5K
|
2.84K
$328K
|
|
Jan 12, 2024
Q4 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-143- 2.42% |
$13.3K - $14.5K
|
5.77K
$666K
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-156- 4.04% |
$14.5K - $15.8K
|
3.7K
$427K
|
|
Jan 17, 2024
Q4 2023
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-162- 0.92% |
$15.1K - $16.4K
|
17.5K
$2.02M
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-194- 75.49% |
$18K - $19.6K
|
63
$7.27K
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-197- 6.86% |
$18.3K - $19.9K
|
2.68K
$309K
|
|
Feb 01, 2024
Q4 2023
|
Pds Planning, Inc
|
SELL
|
- |
-217- 5.2% |
$20.2K - $21.9K
|
3.95K
$456K
|
|
Feb 14, 2024
Q4 2023
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-226- 1.33% |
$21K - $22.9K
|
16.7K
$1.93M
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-232- 8.38% |
$21.6K - $23.5K
|
2.54K
$293K
|
|
Feb 14, 2024
Q4 2023
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-249- 9.95% |
$23.2K - $25.2K
|
2.25K
$260K
|
|
Feb 01, 2024
Q4 2023
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-254- 3.87% |
$23.6K - $25.7K
|
6.31K
$729K
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-255- 1.61% |
$23.7K - $25.8K
|
15.6K
$1.8M
|
|
Jan 18, 2024
Q4 2023
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-256- 0.88% |
$23.8K - $25.9K
|
28.8K
$3.32M
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-263- 4.68% |
$24.5K - $26.6K
|
5.36K
$618K
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
SELL
|
- |
-266- 2.83% |
$24.7K - $26.9K
|
9.13K
$1.05M
|